About Terri

Terri Kwiecinski is a client relationship associate and works directly with high-net-worth individuals and institutions in all aspects of client support. In addition, Terri works closely with our client’s professional advisors, such as attorneys, accountants and family office representatives. Terri holds her Series 7, 63, and 65 licenses.

In 2019 and 2020, the Cultra Wealth Management Group was named a Top 50 Private Wealth Advisory Team by Barron's.1

 

The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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